Citadel Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Citadel Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Sell	8,800 -3,400	-28%	-$91.2K	﹤0.01%	11163
2025 Q4	$328K	Buy	12,200 +400	+3%	+$10.7K	﹤0.01%	9949
2025 Q3	$311K	Buy	+11,800	New	+$300K	﹤0.01%	10285
2025 Q2	–	Sell	-5,200	Closed	-$115K	–	14757
2025 Q1	$115K	Buy	5,200 +1,200	+30%	+$27.9K	﹤0.01%	11265
2024 Q4	$92.7K	Buy	4,000 +1,000	+33%	+$23.3K	﹤0.01%	11588
2024 Q3	$67.8K	Buy	3,000 +2,700	+900%	+$58.8K	﹤0.01%	11597
2024 Q2	$6.42K	Sell	300 -3,300	-92%	-$68.2K	﹤0.01%	13330
2024 Q1	$74.5K	Buy	3,600 +300	+9%	+$5.91K	﹤0.01%	11741
2023 Q4	$62K	Buy	3,300 +900	+38%	+$15.8K	﹤0.01%	11552
2023 Q3	$40.5K	Buy	2,400 +1,200	+100%	+$21.1K	﹤0.01%	11983
2023 Q2	$20.9K	Sell	1,200 -3,000	-71%	-$49.5K	﹤0.01%	12691
2023 Q1	$67.7K	Sell	4,200 -21,600	-84%	-$340K	﹤0.01%	11785
2022 Q4	$388K	Buy	+25,800	New	+$391K	﹤0.01%	8777
2022 Q1	–	Sell	-24,600	Closed	-$467K	–	14462
2021 Q4	$467K	Buy	+24,600	New	+$454K	﹤0.01%	9869

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Citadel Advisors's SCHX Position: Q4 2025 in Review

Citadel Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 22,552 shares — an estimated $602K sold.

Citadel Advisors first reported a position in SCHX in Q1 2015 and held it in 29 quarters. The position peaked at $11.7M in Q3 2021. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Citadel Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 22,552 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $602K.
Citadel Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 29 quarters.
Citadel Advisors's Schwab US Large- Cap ETF position peaked at $11.7M in Q3 2021.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.